- Mutual Funds
- Taurus Mutual Fund
- Taurus Ethical Fund Bonus (PIDCW-A)
Taurus Ethical Fund Bonus (PIDCW-A)
₹ 117.62
NAV (Apr 16)
Sectoral / thematic - ethical funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
This category has few funds and relatively small amounts invested in them.
The Shariah benchmark index has performed moderately well over time however, funds in this category are very few and have underperformed the benchmark index.Investors are therefore better off investing in diversified funds rather than this category.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 117.62
NAV (Apr 16)
Fund Returns
Last 1Y | 45.6% |
Last 3Y | 18% |
Last 5Y | 17.9% |
Last 10Y | 15.3% |
Since Inception | 17.8% |
6 Month CAGR | 17.9% |
Scheme Information
To provide capital appreciation and income distribution to unitholders through investment in a diversified portfolio of equities,which are based on the principles of Shariah.
Expense Ratio | 2.45 |
Launched (15y ago) | Apr 06, 2009 |
AUM in Crores | 165.607 |
ISIN | INF044D01823 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 500 Shariah TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12.9 |
Standard Deviation (5yr) | 15.5 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.963 |
Sharpe Ratio (5yr) | 0.821 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Taurus Ethical Fund Bonus (PIDCW-A) | 11,49,669 | 4,17,057 | 17.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
net receivable / payable
9.1%infosys ltd
5.8%reliance industries ltd
5.8%maruti suzuki india ltd
5.2%hcl technologies ltd
4.8%Allocation by Sector
technology
29.8%healthcare
12.9%consumer cyclical
12%industrials
9.7%energy
8.6%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 14,075 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Taurus Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
15.7% | 13.8% | ||
13.9% | 13.7% | ||
15.7% | 13.8% | ||
14.7% | 10.9% | ||
17.8% | 10.5% |
Taurus Ethical Fund Bonus (PIDCW-A) Review
Taurus Ethical Fund Bonus (PIDCW-A) is a Sectoral / Thematic - Ethical Equity fund and has delivered an annualised return of 17.8% over a period of 15 years. The fund is managed by Taurus Asset Management Company Limited. The fund manager’s name is Anuj Kapil.
Nav of Taurus Ethical Fund Bonus (PIDCW-A) as of 4/16/2024 is ₹117.62 with the total AUM as of 4/18/2024 is ₹165.607. With Scripbox you can compare and check the latest nav for all mutual funds in India. Taurus Ethical Fund Bonus (PIDCW-A) was launched on Apr 06, 2009. The category risk of the fund is Very High Risk.
The minimum SIP amount for Taurus Ethical Fund Bonus (PIDCW-A) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Taurus Ethical Fund Bonus (PIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 500 Shariah TR INR.
Taurus Ethical Fund Bonus (PIDCW-A) is rated as a 1 fund in Equity and delivered 45.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Taurus Ethical Fund Bonus (PIDCW-A).
Frequently Asked Questions
What is Taurus Ethical Fund Bonus (PIDCW-A)?
How to invest in Taurus Ethical Fund Bonus (PIDCW-A)?
You can invest in Taurus Ethical Fund Bonus (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Taurus Ethical Fund Bonus (PIDCW-A)?
The minimum sip amount for Taurus Ethical Fund Bonus (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.
Is Taurus Ethical Fund Bonus (PIDCW-A) good to invest in?
As per Scripbox experts, Taurus Ethical Fund Bonus (PIDCW-A) is a Not Recommended fund. You can investTaurus Ethical Fund Bonus (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Taurus Ethical Fund Bonus (PIDCW-A)?
The expense ratio of the Taurus Ethical Fund Bonus (PIDCW-A) is 2.45% for regular plan.